Microsoft prepares to release earnings. Ponder this Bear Case Scenario.
Microsoft in an attempt to become a devices company will spend enormously. There is little to suggest that they have the necessary cool to pull it all off.
Windows OS and related offerings is declining. No engines to growth. I know this because I finally switched to Chrome and damn it all chrome is better. Much better.
Enterprise offerings will continue to survive due to inertia. Until someone offers a game changer and becomes the next Bill Gates.
Microsoft’s DNA is based on compelling products which are overwhelmingly dominant in the marketplace. They are not used to competition as a daily event.
George Gutowski writes from a caveat emptor perspective.